Financial Services Representative - CIBC, Kanata, ON

About this opportunity

CIBC is dedicated to building a relationship-oriented bank for the modern world, actively seeking talented and passionate professionals committed to doing what’s right for our clients. At CIBC, your strengths and ambitions are embraced, empowering you to make a meaningful impact and feel truly valued for your contributions.

As a Financial Services Representative within the Personal and Business Banking team, you will thrive in a dynamic banking centre environment in Kanata, ON. Your primary focus will be to foster key relationships with clients, deeply understand their financial and personal goals, and provide informative, tailored service. You will recommend the right products and solutions to support their financial success. This role requires flexibility to work banking centre hours, which may include evenings and weekends, and to work at multiple banking centres within a reasonable travel distance to ensure an optimal client experience. This is an on-site, full-time position.

Your impact

In this role, you will play a crucial part in helping clients achieve their financial aspirations through dedicated engagement and expert advice. Your success will be measured by your ability to connect with clients, build lasting relationships, and leverage technology to enhance their banking experience.

• Client engagement: Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals.
• Relationship building: Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Leveraging technology: Become a technology expert, sharing your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

What you'll bring

We are looking for individuals who consistently put clients first, engaging with purpose to find the right solutions and going the extra mile. You are goal-oriented, motivated by achieving results and making a difference. Your attention to detail and critical thinking skills inform your decision-making. You are passionate about people, finding meaning in relationships, and building trust through respect and authenticity. A love for learning and continuous growth is also essential.

• You are a certified professional with current accreditation and a good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• You can demonstrate 1 year of experience working with clients and achieving sales results.

Prior banking experience in a similar capacity is considered an asset. You embody CIBC's values of trust, teamwork, and accountability, bringing your authentic self to work every day.

About the company

At CIBC, your professional goals are a priority. We focus on your strengths and ambitions as an employee, striving to create opportunities that tap into your full potential, aiming to provide a fulfilling career rather than just a paycheck. We recognize our team members in meaningful, personalized ways.

• Competitive salary and incentive pay
• Banking benefits
• A comprehensive benefits program*
• Defined benefit pension plan*
• An employee share purchase plan
• Generous vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program

Our modern spaces and technological toolkit are designed to foster collaboration and innovation, enabling great minds to create solutions that make a difference for our clients. We cultivate a culture where ambition can flourish, exemplified by initiatives like Purpose Day – a paid day off dedicated to your growth and development. CIBC is committed to creating an inclusive environment where all team members and clients feel they belong, providing an accessible candidate experience. We are actively recruiting for all posted roles unless otherwise stated. You must be legally eligible to work at the specified location(s).

*Subject to plan and program terms and conditions.